Estate planning advisors may abound in your area , but not all estate planning services are equal. Choosing the right advisor to help you plan the future of your estate is critical to the overall welfare and protection of your assets. Never make this crucial decision based on good marketing or low fees alone. Here are some tips to keep in mind when seeking out the best estate planning services for yourself.
- Your first instinct might be to call the first estate planning service that comes up in your local directory or in your Internet search results. While there is nothing wrong with this, don’t limit your search based solely on your immediate geography. Find the best in a wider area than your immediate neighbourhood so you can expand your options and weigh your choices based on the quality of the service that the firm can provide.
- Get referrals from trustworthy sources, like your family’s advisor or your financial advisor. If estate planning isn’t one of their specialities, they can surely point you in the direction of a skilled professional who can take care of your needs.
- Choose a service that specialises in estate planning. A lot of practices may claim to offer expertise in estate planning, but only a few of them are real specialists that can offer the same level of service as one who practices exclusively in this field. Stay away from ‘general practitioner’ lawyers who claim to do it all. The best person to turn to for estate planning advice is one who specialises in this specific area of law, as they are more likely to be abreast of current issues and laws surrounding estate planning.
Finally, ask if they carry insurance. Make sure that the service you choose carries or holds a legal malpractice insurance as this is a good sign of accountability at their end.
MVL Wills and Trusts of Battle, East Sussex, can help you put your Estate Planning in place. A consultation is free and can be held at our offices or in the comfort of your own home. Call 01424 577070 or email info@mvlwillsandtrusts.co.uk for an appointment.